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Appointment Scheduling

Monthly Details View

New to version 7.0 is the Monthly Details View. You can switch between Summary and Details by using the drop down menu above the calendar. When the Monthly Details View is selected the calendar lists appointment details for each day of the month including the time of the appointment and the customer name. If you need to see more details about a specific day, just double-click on that day.

Monthly Summary View

In the summary view, we’ve added the number of no-shows and cancelled appointments to each day. In previous versions, you were only able to see the summary for each individual employee. In version 7.0, we’ve added an All button to show the summary for all employees combined. This adds up the total number of appointments, appointment hours, no-shows and cancelled appointments for all employees that are displayed.

Watch the video to learn how to use the new Monthly Detail View and the improved Monthly Summary View and in Customer Appointment Manager.

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